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About Us
We Genuinely Care About Your Financial Future

AboutFinancial Planning With Family Values Since 1965

About
Financial Planning With Family Values Since 1965

At Jaramillo Financial and Insurance Services, we've been helping individuals, families, and businesses navigate important financial decisions since 1965. As a third-generation family business, we've built our reputation on trust, lasting relationships, and always putting our clients' best interests first. We know finances can feel overwhelming, which is why we focus on making the process simple, understandable, and tailored to your unique goals. When you work with us, you're gaining a team that genuinely cares about your future and is committed to helping you plan with confidence because, to us, our clients are family.

What Makes Us Different
What It Really Means to Put You First

Everything about the way we work is designed around one thing: making sure you feel supported, informed, and confident in your financial decisions.

Our Mission

Our mission is to provide thoughtful, personalized financial guidance that helps the people in this community feel more confident about their future. We're here to simplify the complex and be a calm, steady presence when it matters most.

Our Vision

We want every client who walks through our door to feel heard, valued, and empowered to take meaningful steps toward the life they want — without ever feeling rushed or pressured.

Our Core Values

Empathy, patience, and integrity guide everything we do. We believe in taking the time to get it right, explaining things as many times as you need, and always acting in your best interest — no exceptions.

Meet The Team
Get to Know the People in Your Corner

We'd love to share a little about who we are, what drives us, and why helping people in this community is the most rewarding work we can imagine.

Andrew Jaramillo

Andrew Jaramillo

Founder (Retired)

Angelina DeRugama

Angelina DeRugama

Insurance & Annuity Advisor

Tyler  Jaramillo

Tyler Jaramillo

Financial Advisor

Carli  Courtney

Carli Courtney

Director of Operations & Implementation

Lydia Avalos

Lydia Avalos

Client Services Administrator

Reed Montgomery Ed.D

Reed Montgomery, Ed.D

Investment Advisor Representative

Get Started
Let Us Help You Take the First Step

You don't need to have all the answers — that's what we're here for. Reach out today and let's start a conversation about what's possible.

Schedule a Call